Position in ESS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$60,956,896
+$5,993,110 QoQ
Shares Held
251,888
+19.9% QoQ
Ownership
0.392%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 37.64966969446738.ToString("F0")%
Shared 0.ToString("F0")%
None 62.35033030553262.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $1,263,102,816 across 19 REIT - Residential names. ESS ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,204,314 | $360,074,690 | |
| 2 | EQR |
Equity Residential
|
2,871,275 | $169,835,913 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
1,980,918 | $123,648,898 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
841,563 | $102,771,671 | |
| 5 | CPT |
Camden Property Trust
|
916,997 | $89,553,925 | |
| 6 | INVH |
Invitation Homes Inc.
|
2,956,870 | $73,478,216 | |
| 7 | SUI |
Sun Communities Inc
|
568,513 | $71,609,896 | |
| 8 | ESS |
Essex Property Trust, Inc.
This page
|
251,888 | $60,956,896 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,956,896 | 251,888 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $54,963,786 | 210,042 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $59,176,679 | 221,089 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $55,567,652 | 196,075 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $57,713,025 | 188,254 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $51,779,955 | 181,404 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $144,190,067 | 488,085 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $53,456,539 | 196,387 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $51,305,072 | 209,571 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $33,070,729 | 133,382 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $38,638,765 | 182,181 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $44,903,122 | 191,648 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $55,590,035 | 265,803 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $45,248,094 | 213,515 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $48,177,363 | 198,891 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $57,731,729 | 220,763 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $73,394,804 | 212,443 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $88,820,779 | 252,167 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $83,347,262 | 260,672 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $84,054,399 | 280,172 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $67,832,775 | 249,532 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $50,348,706 | 212,066 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $56,018,399 | 278,990 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $55,850,101 | 243,706 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $56,744,172 | 257,647 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||